Bkm Wealth Management, LLC Purchases in Q3 2024

Bkm Wealth Management, LLC

  • $246 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
15.9K
+ 181.17%
$395.15 - $467.56 $6.28M - $7.43M
24.7K $10.6B
AAPL
Apple Inc.

Technology
22.5K
+ 98.2%
$207.23 - $234.82 $4.66M - $5.28M
45.4K $10.6B
LOW
Lowes Companies Inc

Consumer Cyclical
3.78K
+ 36.09%
$213.3 - $270.78 $807K - $1.02M
14.3K $3.86B
AVGO
Broadcom Inc.

Technology
8.99K
New
$136.27 - $1745.86 $1.23M - $15.7M
8.99K $1.55B
OMC
Omnicom Group Inc.

Communication Services
12.8K
New
$87.69 - $103.9 $1.12M - $1.33M
12.8K $1.32B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
13.1K
+ 164.97%
$77.02 - $85.06 $1.01M - $1.12M
21.1K $1.78B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.13K
New
$405.19 - $478.57 $863K - $1.02M
2.13K $981M
JPM
Jpmorgan Chase & CO

Financial Services
3.41K
+ 28.47%
$194.9 - $224.8 $665K - $767K
15.4K $3.25B
WEC
Wec Energy Group, Inc.

Utilities
5.42K
+ 42.74%
$77.68 - $96.19 $421K - $521K
18.1K $1.74B
DEUS
Xtrackers Russell Us Multifact

ETFs
860
+ 0.55%
$50.01 - $54.76 $43K - $47.1K
157K $8.61B
AFL
Aflac Inc

Financial Services
1.9K
+ 8.79%
$88.52 - $111.8 $168K - $212K
23.5K $2.63B
UNH
Unitedhealth Group Inc

Healthcare
512
+ 10.32%
$488.01 - $604.18 $250K - $309K
5.47K $3.2B
NVDA
Nvidia Corp

Technology
5.54K
New
$98.91 - $134.91 $548K - $747K
5.54K $673M
ZTS
Zoetis Inc.

Healthcare
2.85K
+ 57.31%
$172.58 - $196.48 $491K - $559K
7.81K $1.53B
SHW
Sherwin Williams CO

Basic Materials
1.62K
New
$294.65 - $384.0 $478K - $622K
1.62K $619M
ACN
Accenture PLC

Technology
733
+ 10.32%
$295.44 - $355.81 $217K - $261K
7.84K $2.77B
RTX
Raytheon Technologies Corp

Industrials
4.64K
New
$99.55 - $123.34 $462K - $572K
4.64K $562M
SLB
Schlumberger Limited

Energy
13.1K
New
$39.57 - $49.67 $520K - $653K
13.1K $552M
AEP
American Electric Power CO Inc

Utilities
5.22K
New
$87.11 - $104.95 $455K - $548K
5.22K $536M
GE
General Electric CO

Industrials
2.75K
New
$156.66 - $189.66 $431K - $521K
2.75K $518M
NEE
Nextera Energy Inc

Utilities
2.95K
+ 16.96%
$69.9 - $84.97 $206K - $251K
20.3K $1.72B
Linde PLC
540
+ 12.58%
N/A
4.83K $2.3B
ADI
Analog Devices Inc

Technology
1.71K
+ 18.73%
$200.56 - $243.33 $344K - $417K
10.9K $2.5B
ADP
Automatic Data Processing Inc

Industrials
804
+ 16.66%
$233.44 - $279.45 $188K - $225K
5.63K $1.56B
COST
Costco Wholesale Corp

Consumer Defensive
355
+ 17.87%
$801.83 - $917.05 $285K - $326K
2.34K $2.08B
HON
Honeywell International Inc

Industrials
1.85K
New
$196.73 - $220.21 $363K - $406K
1.85K $381M
VTV
Vanguard Value ETF

ETFs
637
+ 3.96%
$159.75 - $174.57 $102K - $111K
16.7K $2.92B
CB
Chubb LTD

Financial Services
392
+ 6.05%
$252.51 - $292.2 $99K - $115K
6.87K $1.98B
NSC
Norfolk Southern Corp

Industrials
431
+ 6.67%
$213.75 - $259.69 $92.1K - $112K
6.89K $1.71B
ABT
Abbott Laboratories

Healthcare
1.2K
+ 6.41%
$100.07 - $118.13 $120K - $141K
19.8K $2.26B
WMT
Walmart Inc.

Consumer Defensive
1.37K
+ 8.33%
$66.91 - $81.4 $91.3K - $111K
17.8K $1.43B
BRC
Brady Corp

Industrials
4K
New
$64.54 - $76.61 $258K - $306K
4K $307M
HD
Home Depot, Inc.

Consumer Cyclical
748
New
$333.64 - $405.2 $250K - $303K
748 $303M
ABBV
Abb Vie Inc.

Healthcare
1.51K
New
$163.84 - $199.33 $247K - $301K
1.51K $298M
DUK
Duke Energy Corp

Utilities
2.58K
New
$99.35 - $117.71 $256K - $303K
2.58K $297M
GD
General Dynamics Corp

Industrials
742
+ 12.82%
$279.51 - $308.09 $207K - $229K
6.53K $1.97B
META
Meta Platforms, Inc.

Communication Services
511
New
$453.41 - $572.44 $232K - $293K
511 $293M
PM
Philip Morris International Inc.

Consumer Defensive
2.4K
New
$101.25 - $127.45 $243K - $306K
2.4K $291M
MMM
3 M CO

Industrials
2.12K
New
$99.69 - $139.42 $211K - $296K
2.12K $290M
JCI
Johnson Controls International PLC

Industrials
3.61K
New
$65.52 - $77.61 $236K - $280K
3.61K $280M
CARR
Carrier Global Corp

Industrials
3.43K
New
$61.9 - $80.88 $213K - $278K
3.43K $276M
ROK
Rockwell Automation, Inc

Industrials
998
New
$248.27 - $294.37 $248K - $294K
998 $268M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.55K
+ 26.36%
$64.35 - $75.71 $164K - $193K
12.2K $899M
PEP
Pepsico Inc

Consumer Defensive
1.3K
+ 14.46%
$161.9 - $179.3 $210K - $233K
10.3K $1.75B
BMI
Badger Meter Inc

Technology
1.2K
New
$184.77 - $219.63 $222K - $264K
1.2K $262M
GWW
W.W. Grainger, Inc.

Industrials
59
+ 4.25%
$896.19 - $1044.18 $52.9K - $61.6K
1.45K $1.5B
ETN
Eaton Corp PLC

Industrials
743
New
$272.52 - $333.02 $202K - $247K
743 $246M
LMT
Lockheed Martin Corp

Industrials
420
New
$460.3 - $584.56 $193K - $246K
420 $246M
UNP
Union Pacific Corp

Industrials
992
New
$221.78 - $256.09 $220K - $254K
992 $245M
Activity Summary
Buys All Purchases 99 New Holdings 29 Increased Positions 70 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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